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LIGHT STREET CAPITAL MANAGEMENT, LLC: NVDA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LIGHT STREET CAPITAL MANAGEMENT, LLC on NVDA, newest first. How the timeline and the estimate are built.

LIGHT STREET CAPITAL MANAGEMENT, LLC held 136,720 NVDA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 136,720 shares
    Change vs previous 13F -135,494 shares

    3.22% of the 13F portfolio, value $27,356,305.

    13F-HR 0000935836-26-000422 filed by LIGHT STREET CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 272,214 shares
    Change vs previous 13F -67,786 shares

    9.55% of the 13F portfolio, value $47,474,122.

    13F-HR 0000935836-26-000261 filed by LIGHT STREET CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 340,000 shares
    Change vs previous 13F +63,325 shares

    9.76% of the 13F portfolio, value $63,410,000.

    13F-HR 0000935836-26-000112 filed by LIGHT STREET CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 276,675 shares
    Change vs previous 13F -75,907 shares

    8.68% of the 13F portfolio, value $51,622,022.

    13F-HR 0000935836-25-000702 filed by LIGHT STREET CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 352,582 shares
    Change vs previous 13F +30,867 shares

    11.38% of the 13F portfolio, value $55,704,430.

    13F-HR 0000935836-25-000532 filed by LIGHT STREET CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 321,715 shares
    Change vs previous 13F -97,595 shares

    11.29% of the 13F portfolio, value $34,867,472.

    13F-HR 0000935836-25-000378 filed by LIGHT STREET CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 419,310 shares
    Change vs previous 13F -154,380 shares

    11.59% of the 13F portfolio, value $56,309,140.

    13F-HR 0000935836-25-000180 filed by LIGHT STREET CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 573,690 shares
    Change vs previous 13F not available

    17.24% of the 13F portfolio, value $69,668,914.

    13F-HR 0000935836-24-000708 filed by LIGHT STREET CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).